13F holdings · Q2 2026

Stuart Investment Advisors

Austin, TX · files as Stuart Investment Advisors, Inc.

Holdings as of Jun 30, 2026Filed Aug 6, 2026Next filing due Nov 16, 2026CIK 1910180

Stuart Investment Advisors reported 21 stocks worth $249M in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are VTI (51.5%), IAU (15.6%) and VXUS (13.8%). Compared with Q1 2026, the fund opened new positions in WMB and OKE, added to VTI, VXUS and IAUM, trimmed IAU, VOO and VOT and sold out of FNDF, VYMI and VIGI.

Reported value$249M+8.6% vs last quarter

Stocks held212 new · 8 sold out

Top 5 weight93.3%very concentrated

Turnover5%of the portfolio changed

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Holdings

#	Stock	Value	Weight	Shares	Change	Shares, 8 qtrs	Held
1	VTI Vanguard Total Stock Market ETF	$128M	51.5%	346K	+7,910 (+2%)		6 of 8
2	IAU Ishares Gold TR	$38.8M	15.6%	514K	−15K (−3%)		8 of 8
3	VXUS Vanguard Star Fds	$34.3M	13.8%	402K	+26K (+7%)		8 of 8
4	VOO Vanguard S&P 500 ETF	$28M	11.3%	41K	−250 (−1%)		8 of 8
5	BRK.B Berkshire Hathaway Inc Del	$3M	1.2%	6,058	No change		2 of 8
6	RJF Raymond James Finl Inc	$2.9M	1.2%	19K	No change		8 of 8
7	IAUM Ishares Gold TR	$2.7M	1.1%	67K	+34K (+102%)		5 of 8
8	VOT Vanguard Index Fds	$2.2M	0.9%	7,250	−131 (−2%)		8 of 8
9	XOM Exxon Mobil Corp	$1.9M	0.8%	14K	+879 (+7%)		8 of 8
10	AMZN Amazon Com Inc	$1.6M	0.7%	6,760	−22 (−0%)		2 of 8
11	ABCD Example Holdings Inc	100	153	206	259	312	365
12	WXYZ Example Holdings Inc	137	190	243	296	349	402
13	QRST Example Holdings Inc	174	227	280	333	386	439
14	LMNO Example Holdings Inc	211	264	317	370	423	476

🔒 11 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026

Stock	Value last quarter	Shares sold
FNDF Schwab Fundamental International Equity ETF	$580K	12K
VYMI Vanguard Whitehall Fds	$566K	6,010
VIGI Vanguard Whitehall Fds	$441K	4,980
GILD Gilead Sciences Inc	$279K	2,000
VGK Vanguard Ftse Europe	$215K	2,608

🔒 Free account: see all 8.

Reported value

last 8 quarters

$178MQ3 '24

$187MQ4 '24

$177MQ1 '25

$195MQ2 '25

$106MQ3 '25

$111MQ4 '25

$229MQ1 '26

$249MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC

Filed	Form	Quarter
Aug 6, 2026	13F-HR	Q2 2026	SEC filing ↗

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Stuart Investment Advisors 13F FAQ

What does Stuart Investment Advisors own?

Stuart Investment Advisors reported 21 stocks worth $249M in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are VTI (51.5%), IAU (15.6%) and VXUS (13.8%). The table above lists every position in the filing (the top 10 without an account).

What did Stuart Investment Advisors buy and sell in Q2 2026?

Compared with Q1 2026: 2 new positions, 6 added to, 8 trimmed and 8 sold out. New positions include WMB and OKE. It sold all of FNDF, VYMI and VIGI.

When will Stuart Investment Advisors file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Stuart Investment Advisors's portfolio worth?

The Q2 2026 filing reports $249M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.